LRWM
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Lord & Richards Wealth Management’s Unity U Stock Holding History

Lord & Richards Wealth Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-68
Closed -$1.33K – 156
2025
Q1 		$1.33K Buy
+68
New +$1.33K ﹤0.01% 161